Schedule of Events
6 to 7 am: Late (on-site) registration
Continental breakfast sponsored by WYCF and SJCF
7 to 8 am: Speaker: Geoff Eliason
Company: PowerShares
Topic: Overview to Exchange Traded Funds
8 to 9 am: Speaker: Dave Johnson
VP Regional Insurance Specialist
Company: Smith Barney
Topic: Perspectives in Estate Planning
9 to 9:30 am: Break
sponsored by Don Lanham of Prudential
9:30 to 10:30 am: Speaker: Richard Triolo
Company: Allianz
Topic: Fiduciary Investment Mgt Requirements
10:30 to 11:30 am:
Speaker: Leslie Walters, CIMA
CG Senior Regional Director
Company: Smith Barney
Topic: The Prudent Fiduciary
11:30 am to 12:30 pm: Lunch
sponsored by WYCF and SJCF
12:30 to 1:30 pm:
Speaker: Robert Leibrich
Company: First Interstate Bank
Topic: Dynasty Trusts
1:30 to 2:30 pm: Speaker: Timothy Bachman
Company: Hartford Life
Topic: Private Split Dollar
2:30 to 3 pm: Break
sponsored by Timothy Bachman of Hartford Life
3 to 4 pm: Speaker: Don Lanham
Company: Prudential
Topic: The Retirement Red Zone
4 to 5 pm: Speaker: Teresa Campama
Company: Metlife LTC
Topic: Multilife Long Term Care Insurance
5 to 7 pm: Cocktails & Hors d’oeuvres
sponsored by WYCF and SJCF
(Seminar attendance not required)
|
How to Participate
For $100 and one day of your time
You get:
- Excellent speakers on timely subjects
- Breakfast, lunch, and refreshments
- Cocktails & hors d'ouvres
- Eight hours of C.E. credit
|
Register Online!
RSVP via email by April 28, 2008 to Olivia@wycf.org. Please send the following information:
- Name
- Organization's name
- Address
- Phone number
- Email address
You may send your registration fee of $100 by check to:
Wyoming Community Foundation
PA Conference
313 S. 2nd St.
Laramie, Wyo. 82070
Or you may pay by credit card using our online donation form. At the bottom of the form, please designate your payment as a donation to an existing fund, and then type "PA Conference" in the box asking for the fund's name.
Register by mail
RSVP via mail by April 28, 2008. Simply download the registration form and brochure and mail it, along with the $100 registration fee to:
Wyoming Community Foundation
PA Conference
313 S. 2nd St.
Laramie, WY 82070
Click here to download the registration form (PDF 215KB) |
Continuing Education Units
Credits pending approval through:
- Wyoming State Bar Association
- Wyoming Board of CPAs (granted in arrears)
- Wyoming Insurance Department
- Certified Financial Planner Board of Standards
- Investment Mgt. Consultants Association
- Institute of Certified Bankers
To recieve C.E. Credit:
Attendees will be required to sign in and out of each seminar. Certificates of Completion will be issued following each session. Attendees are responsible for submitting their Certificates of Completion to their own affiliate organizations for C.E. Credit |
Getting to the Conference
- From Interstate 90, take Exit 25 to head east toward the business loop.
- Take US-14/Business Loop to Highway 87.
- Turn left on Highway 87.
- Highway 87 turns into Coffeen Ave.
- Take Coffeen Ave. to Powder Horn Rd.
- Turn left on Powder Horn Rd.
- Take Powder Horn Rd. to Clubhouse Dr.
- Turn Right on Clubhouse Dr.
- Take Clubhouse Dr. to Country Club Lane.
- Turn left on Country Club Lane.
- Arrive at the Powder Horn Clubhouse, 23 Country Club Lane.
Click here for a map to the clubhouse
|